David Trischuk Wealth Management Group

David Trischuk Wealth Management Group is an independent discretionary wealth advisory group within Raymond James Ltd. We specialize in conservative wealth management, helping you with all your financial needs, taking a total return approach to investing.

With over three decades of experience advising high-net worth families, we are experts in creating custom portfolios that can thrive in all market conditions, so you can enjoy your life and not worry about the financial markets. As a successful individual, your time is valuable. You certainly understand the sense of relief that can come from placing the time-consuming task of managing your wealth in the hands of financial professionals acting in your best interest.

With discretionary portfolio management, you set the direction and goals, while our experienced team works together to ensure proper execution of our strategy - based on your goals, risk appetite, and investment time line. Ongoing communication and transparency help to ensure the strategy and portfolio remain consistent with your objectives and preferences.

How it works

We examine your personal situation. We assess your investment objectives, risk tolerance, financial goals and tax situation, as well as any other personal circumstances pertinent to your financial future.

We create your personal Investment Policy Statement. This document is the outline which guides the management of your investments. It describes the allocation of assets and any investment restrictions applicable to your custom portfolio.

We build a portfolio to suit your needs and adjust it over time, as necessary.

Our reporting to you is comprehensive, including detailed statements every month and reviews of your holdings each quarter. Personal meetings with you can be arranged as often as necessary.

David Trischuk

With more than 30 years of experience in the financial services industry, David Trischuk advises clients on the following pillars of total wealth management: discretionary portfolio management, financial planning/retirement planning, and tax and estate planning.

We believe there are inherent advantages offered with a fee-based approach to professional discretionary portfolio management tailored to your individual needs.

The outcome is a win-win approach putting you and your needs first.